Third Tuesday Transitions - Buying a house Part 1 - Financing your home - March 16th
Contrary to what most people think the best way to go about buying a house is not find the house then find the financing.  The best way to find the right house that you can afford is to find the financing, then find the house that fits your needs.  Shay and Hallie will talk with mortgage expert Deanna Valeo.  They will walk you through what you need to know to be an attractive mortgage customer, and get the right loan for you at the right price.  And having your financing figured out can make you a great buyer with room to negotiate on that home of your dreams!

 

Buying a house Part 2 - Buying the house of your dreams! - March 23rd
Now that you know how much home you can afford it is time to go find that home. Finding the right home is about more than just following your heart, it is about using your head too.  Shay and Hallie will talk to real estate expert Natalie Terry and learn about what to look for in a house.  You will learn what to look for and what to look out for in a home, and in negotiating with a seller. 

 

Money Talk - how people communicate about money from generation to generation - March 30th
When you and your parent, child, significant other or friends are talking about money are you speaking the same language?  We all communicate differently based on our personality, generation and culture. Shay and Hallie will talk with communication expert Marcia Jackson to understand generational differences in communication.  We will discuss how those differences play out in how generations deal with money.  You will understand where the other generations are coming from and get great tips on communicating better!

 

Professional help - do I need it?   - March 9th
Figuring out if you need professional help can be one of the most difficult parts of managing your financial and legal life.  After all, no salesperson is going to tell you that you don't need help!  Shay and Hallie will guide you through figuring out what financial and legal professionals do, who may need them, and how they typically are paid. 

Decoding the Foreign Language of your Financial Life - March 2nd
Do you ever feel like everything you read or hear about your financial life is in another language?  Join Hallie and Shay as they decode the foreign language - and translate everything into English!  They will teach you what you need to know to talk like an expert - and know what you are saying.  They will teach you what all of those different accounts are for, and why you may or may not need them.  You won't want to miss this show - it is the financial foundation you always wished you had.

How credit works - the good, bad, ugly – Part 2 – February 23^rd

Credit is a growing problem in America – the misuse of it and the inability to get credit when needed.  But credit doesn’t have to be a problem for you if you manage it.  Gone are the days that you could just assume that if you paid your bills you would be fine.  Credit must be managed so that it does not negatively impact your life.  During this show we will talk about how your credit is used when getting a mortgage, getting a job and countless other areas of your life.    We will discuss ways to improve your credit score and take control of your credit management today.    

 

Third Tuesday Transitions – Getting Married! – February 16^th

Love is in the air – and let’s keep it that way.  If you are engaged and planning to get married, or in the first few years of marriage this show is for you!  Shay and Hallie will give you practical tips to getting your marriage started off right.  First – how to talk about money and legal issues!  Starting the conversation is half of the battle – and the key to not making money issues a battle.  Then we will go on to tell you what you need to Get It Together for your newly married life. 

 

Estate Planning – Legal issues, Emotions and Possessions – February 2nd 
Estate planning sounds like a lofty term – but in reality, it applies to many people, not just the rich and famous.  Join Shay and Hallie and their guest Julie Hall, The Estate Lady, and learn what you need to do with all of that great stuff you or your loved ones have collected, and the emotions that go with an estate.  Shay, Hallie and Julie will give you practical tips on how to plan for liquidating and distributing assets in your estate.  Julie is the author of the book The Boomer Burden  - you won’t want to miss her valuable advice!

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Hallie Hawkins, JD  & CCRR® and Shay Prosser, CDFA & CCRR® are Co- Founders and Lead Trainers of Get It Together Workshops.  They are experts in getting people to take control of their legal and financial lives. 

Hallie and Shay are both Certified Credit Report Reviewers and can assist individuals with understanding what their credit report means and assist in analyzing how to increase credit scores.

Hallie and Shay have spoken to various groups including SHRM, WIFS, various Chamber of Commerce groups and private associations.  They bring with them their deep knowledge of the subjects at hand and their knack for making seemingly complex issues simple and understandable.  Their smart and often humorous delivery is filled with stories and experiences.        

 

Expertise

Hallie Hawkins, JD, CCRR® is a trained lawyer and has practiced in the areas of estate planning, real estate closings and debt consolidation.  She also has had experience in life and health insurance and securities. 

 

 

 

 

 

Shay Prosser, CDFA®, CCRR® is a former financial advisor with experience at two top brokerage houses.  She was also a licensed life, health and long term care insurance agent. 

 

 

 

 

 

 

Hallie and Shay use their broad range of experience to instruct others so that you can become educated and confident in your short-term, mid-term and long-term planning with regard to legal and financial issues.  In order to focus solely on education, neither Hallie nor Shay has a legal or financial practice. 

 

Enthusiasm and Education

On their show, Hallie and Shay address two main themes.  First, each of us has the ability to control our financial and legal destiny if you have the right knowledge.  Second, financial and legal planning issues are intertwined and must be addressed together.   They are both passionate about independent education.  At the core of independent education is that it is completely separate from sale of financial products or legal services.

 

Inspiring you to Get It Together

These two talented hosts give their audiences the tools they need and the motivation to take control of their legal and financial life.  They believe that the greatest barrier to action is fear and that knowledge is the key to conquering fear.  Armed with a great education and a new found confidence in your own abilities, you will leave Hallie and Shay's show ready to take action.  Listen today and Get It Together!

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Deanna Valeo, Mortgage Expert - March 16, 2010

 

Deanna Valeo is one of the top-performing mortgage professionals in the country, with more than a decade of real estate and mortgage experience. She has worked for some of the nation's largest mortgage companies and banks, and has extensive background in a broad range of mortgage products and services. She is highly regarded by Realtors and borrowers alike, and has been awarded President’s Club Status for five consecutive years.

Deanna found her calling in the mortgage business when she relocated to Charlotte, NC in 1996. After her first year as a loan officer, she became the top producer in the Charlotte office of Crown Bank, specializing in A to D credit borrowers. She then transferred to Professional Home Mortgage Lenders (now Home Services), owned by Prudential Carolinas, and built a solid foundation in A Paper and government lending. At PNC Mortgage, later purchased by Washington Mutual, she was consistently the top producer, closing the most units for four consecutive years.

Earlier in her career, Deanna honed her uncommon people skills during nine years in the nursing profession, and later as a counselor and trainer with Jenny Craig Weight Loss. She was promoted to managing the largest Jenny Craig center in Reno, NV, where she increased sales by 25% year over year. Deanna holds a BA from Principia College.

Contact Deanna

cell 704-488-1421

deanna.valeo@valeocroyteam.com

www.valeocroyteam.com

 

Julie Hall, The Estate Lady - February 2, 2010

Julie Hall is an expert in estate contents.  As owner and operator of The Estate Lady®, LLC, which offers turnkey estate dissolution services, she brings eighteen years of experience to families facing the overwhelming task of dissolving an estate. Her expertise is called upon for advising/consulting, conducting on-site estate sales, appraising personal property, and organizing the removal and disposal of contents in the most appropriate way. 

 

Julie has successfully assisted thousands of in­dividuals in the daunting and often painful pro­cess of managing their deceased parents’ affairs. In addition to her hands-on experience, she is a speaker to professional organizations and a trainer for those wanting to become estate liquidators.

In addition to her responsibilities as The Estate Lady®, Julie’s passion for helping as many distressed families as possible deal with the challenges of estate dissolution inspired her to take ownership of The American Society of Estate Liquidators (ASEL) in 2007. As director of ASEL, her vision is to dedicate the organization to being an educational, networking, and referral resource to estate liquidator professionals nationwide.

Julie’s book  "THE BOOMER BURDEN: How to Deal With Your Parents' Lifetime Accumulation of Stuff", has hit # 1 on Amazon in multiple categories.   It is currently available on Amazon.com and all major booksellers. With increasing numbers of boomers and older adults, they are all leaving behind a lot more than their children bargained for. THE BOOMER BURDEN will guide loved ones on how to appropriately handle their parent's belongings while keeping one's sanity... that is priceless.

Contact Julie

http://www.theestatelady.com

julie@theestatelady.com

 

About Lea Ann Meech and SendOutCards - January 5, 2010

 As an entrepreneur and personal vision expert Lea Ann knows a lot about trying to have a balanced life.  She "wears a few hats" but what she enjoys most is networking and "connecting" other business owners together. From an early age Lea Ann went door-to-door selling bundles of toothpicks and river rocks to all of the neighbors; embarrassing her family, of course. Selling is just what she do best...and she loves it! SendOutCards is a greeting card system which allows you to log into your private account - select a greeting card, type your message and actually send the card to the recipient without leaving your computer. They save you the trip to the store AND the post office. You can create cards in advance - and have their system mail them when you want them mailed up to three years from today.

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